How to have a Visibility on the Estimated Margin on Sales Orders in D365FO

How to have a Visibility on the Estimated Margin on Sales Orders in D365FO

Hi Friends,

Thanks for your great support both personally and Professionally.

One of my recent implementation is in to a chemical trading company which buy chemical items from Europe and sells locally in UAE.The sales Team always wanted to know the estimated margins before confirming the Order to Customer .

I have clearly explained the same in the Video.Kindly Subscribe the channel to get more updated Videos pls

Happy Daxing..!

Sunil G Kurup

IT Operations | ERP Implementation | Project Planning & Management

5 年

Also system will not take marked purchases order cost. It always taking average cost to calculate estimated margin. Due to this some time we will not get actual estimated margin.

Sunil G Kurup

IT Operations | ERP Implementation | Project Planning & Management

5 年

Through margin alerts, system will give you only indications. It will not stop user from the invoice posting. If we want to stop the user from posting need to put custom validations.

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